Wait... What? Financial Matters
About the Podcast
Welcome to Wait...What? Financial Matters that Matter. This is a weekly show, hosted by Eric Bell will discuss multiple topics in the world of Business Planning, Tax Mitigation, Risk Management, and Capital." Finally a show for business and the people that own them. Our guests will share their expertise and decades of experience with you.
About the Host
Eric started as a Broker selling bonds 36 years ago. More recently, moved to Orange County, CA 25 years ago as an Area Investment Manager for First Interstate Investments (subsidiary of First Interstate Bank)covering Orange County San Diego County and Riverside County, was Principal for State Street Global Advisors So Cal, Sr. Director for Mellon...became BNY Mellon during my tenure with them and National Sales Manager (SVP) for BNP Paribas Wealth Management US (Bank of the West). My collaborators are Tax Attorneys., CPAs and other Advisors I have worked with for years with specific expertise. We focus on privately held and family-owned businesses as well as the people who own them. Collectively we understand it is a team approach with a non-proprietary focus. Depending on the goals of the client and situation, we will strategies to advance things across the finish line in a tax-favored manner within the context of the tax code. Tax mitigation seems to be at the forefront of a client's mind. This show is for Business Owners, the people who own them featuring my collaborators. Every episode will be a different topic highlighting the expertise of someone I have collaborated with around that topic.